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Yes, it’s possible! Traditionally, you’d have to establish a trust fund or living trust (also called a settlement, or inter vivos trust) through your attorney, EQ or similar advisory firm or a financial institution. These trusts tend to be expensive, both to administer and to maintain.
This is why EQ offers the alternative option of Estate Planning!
As part of our Estate Planning service, we can help you structure the ownership of your assets during your lifetime to spare your loved ones the hassle and time constraints involved in grants of probate and administration, some of which can take years.
Without ever having to set up a formal trust fund, we help restructure your assets so that your intended beneficiaries receive your gifts while you are still alive.
Not only does this flexible management approach avoid the bother of probate, it also preserves your privacy and minimises family squabbles after you’re gone.
Depending on the assets you own however, transfer fees may be charged at the institutions or registries where they’re held, in order to transfer them to your intended beneficiary whilst you’re still alive.
Registered Address / 35 Bombay Street, St. James, Port of Spain
T /+1(868) 267 3737
E / admin@exeqtrust.com
Disclaimer / This website and publications herein do not provide legal advice.
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